UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164B
AUM Growth
-$63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,666
New
Increased
Reduced
Closed

Top Buys

1
+$834M
2
+$559M
3
+$557M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$459M
5
STLA icon
Stellantis
STLA
+$454M

Top Sells

1
+$828M
2
+$800M
3
+$654M
4
BA icon
Boeing
BA
+$592M
5
JPM icon
JPMorgan Chase
JPM
+$416M

Sector Composition

1 Technology 13.44%
2 Healthcare 8.93%
3 Financials 7.5%
4 Consumer Discretionary 7.33%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$2.73M ﹤0.01%
86,423
+21,458
1927
$2.71M ﹤0.01%
123,941
+39,720
1928
$2.71M ﹤0.01%
191,360
-1,251
1929
$2.71M ﹤0.01%
225,424
+10,392
1930
$2.7M ﹤0.01%
69,543
+66,743
1931
$2.7M ﹤0.01%
233,283
-1,303,629
1932
$2.7M ﹤0.01%
110,148
-5,816
1933
$2.7M ﹤0.01%
80,179
-500,965
1934
$2.7M ﹤0.01%
134,611
-1,914
1935
$2.7M ﹤0.01%
260,425
+6,119
1936
$2.7M ﹤0.01%
123,206
-95,973
1937
$2.7M ﹤0.01%
75,672
-139,455
1938
$2.68M ﹤0.01%
74,837
-36,098
1939
$2.68M ﹤0.01%
73,987
-32,623
1940
$2.68M ﹤0.01%
52,367
-4,169
1941
$2.68M ﹤0.01%
52,098
-7,328
1942
$2.67M ﹤0.01%
250,975
+244,100
1943
$2.67M ﹤0.01%
81,287
-820,486
1944
$2.67M ﹤0.01%
113,949
+11,696
1945
$2.66M ﹤0.01%
52,589
-13,341
1946
$2.66M ﹤0.01%
174,215
-295,120
1947
$2.66M ﹤0.01%
26,349
-6,062
1948
$2.65M ﹤0.01%
118,804
+3,354
1949
$2.65M ﹤0.01%
57,189
-1,313
1950
$2.65M ﹤0.01%
275,332
+38,015
76 77
78
79 80